HIM
HBT icon

Hillsdale Investment Management’s HBT Financial HBT Stock Holding History

Hillsdale Investment Management’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-109,891
Closed -$2.77M – 705
2025
Q3 		$2.77M Buy
109,891
+2,887
+3% +$74K 0.08% 290
2025
Q2 		$2.7M Buy
107,004
+66,161
+162% +$1.55M 0.1% 251
2025
Q1 		$915K Buy
+40,843
New +$961K 0.05% 259

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Hillsdale Investment Management's HBT Position: Q4 2025 in Review

Hillsdale Investment Management sold out of HBT Financial (HBT) in Q4 2025, closing a stake of 109,891 shares — an estimated $2.77M sold.

Hillsdale Investment Management first reported a position in HBT in Q1 2025 and held it in 3 quarters. The position peaked at $2.77M in Q3 2025. 115 funds tracked by Wall St. Rank hold HBT as of Q4 2025.

  • Hillsdale Investment Management reported no remaining HBT Financial position as of Q4 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 109,891 HBT Financial shares in Q4 2025, an estimated $2.77M.
  • Hillsdale Investment Management first reported a position in HBT Financial in Q1 2025 and held it in 3 quarters.
  • Hillsdale Investment Management's HBT Financial position peaked at $2.77M in Q3 2025.
  • 115 funds tracked by Wall St. Rank held HBT Financial as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.